Analyst Price Target Reductions: Social media discussions on Tractor Supply Company stock have intensified following recent analyst adjustments, with Citi lowering its price target to $55 from $61 while maintaining a Buy rating, and Evercore ISI cutting its target from $60 to $55. Bank of America initiated coverage with a Neutral rating and a $47 target, contributing to downward pressure on shares. Investors note the stock's reaction to these changes amid broader retail sector challenges.
Weak Discretionary Demand Warning: Conversations highlight Tractor Supply's caution on subdued discretionary spending, as flagged in a Bank of America note, affecting the retailer's outlook with around 2,300 stores nationwide. Posts reference the company's vulnerability to shifting consumer habits in rural and farm supplies. This has fueled debates on near-term performance resilience.
Political Disclosure Spotlight: A recent financial disclosure by a U.S. representative revealing holdings in Tractor Supply between $3,000 and $45,000 has sparked some intrigue among followers tracking political trades. While not a major driver, it adds to the mix of sentiments around the stock's positioning. Overall chatter reflects ongoing scrutiny of fundamentals in a tough environment.
Note: This discussion summary was generated from an AI condensation of post data.
Tractor Supply Company Insider Trading Activity
Tractor Supply Company insiders have traded $TSCO stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $TSCO stock by insiders over the last 6 months:
- ROBERT D MILLS (EVP Chief Technology Officer) sold 62,950 shares for an estimated $3,406,854
- JONATHAN S ESTEP (EVP Chief Merchandise Officer) sold 59,745 shares for an estimated $3,228,022
- COLIN YANKEE (EVP Chief Supply Chain Officer) has made 0 purchases and 3 sales selling 11,170 shares for an estimated $618,262.
- KURT D BARTON (EVP Chief Financial Officer) has made 0 purchases and 2 sales selling 3,813 shares for an estimated $205,428.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Tractor Supply Company Revenue
Tractor Supply Company had revenues of $3.9B in Q4 2025. This is an increase of 3.31% from the same period in the prior year.
You can track TSCO financials on Quiver Quantitative's TSCO stock page.
Tractor Supply Company Congressional Stock Trading
Members of Congress have traded $TSCO stock 7 times in the past 6 months. Of those trades, 7 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TSCO stock by members of Congress over the last 6 months:
- REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 7 times. They made 7 purchases worth up to $105,000 on 03/31, 03/16, 03/04, 02/10, 12/12, 12/02, 10/31 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Tractor Supply Company Hedge Fund Activity
We have seen 495 institutional investors add shares of Tractor Supply Company stock to their portfolio, and 584 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 14,393,885 shares (-75.1%) from their portfolio in Q4 2025, for an estimated $719,838,188
- BLACKROCK, INC. removed 4,304,040 shares (-8.5%) from their portfolio in Q4 2025, for an estimated $215,245,040
- WELLINGTON MANAGEMENT GROUP LLP removed 3,279,797 shares (-12.6%) from their portfolio in Q4 2025, for an estimated $164,022,647
- INVESCO LTD. added 2,706,819 shares (+18.4%) to their portfolio in Q4 2025, for an estimated $135,368,018
- D. E. SHAW & CO., INC. removed 2,432,823 shares (-84.1%) from their portfolio in Q4 2025, for an estimated $121,665,478
- MACQUARIE GROUP LTD removed 2,385,785 shares (-96.4%) from their portfolio in Q4 2025, for an estimated $119,313,107
- AMERICAN CENTURY COMPANIES INC added 2,384,939 shares (+78.1%) to their portfolio in Q4 2025, for an estimated $119,270,799
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Tractor Supply Company Analyst Ratings
Wall Street analysts have issued reports on $TSCO in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Argus Research issued a "Buy" rating on 02/02/2026
- Jefferies issued a "Buy" rating on 01/30/2026
- Mizuho issued a "Outperform" rating on 01/30/2026
- Piper Sandler issued a "Overweight" rating on 01/30/2026
- Telsey Advisory Group issued a "Outperform" rating on 01/23/2026
- Evercore ISI Group issued a "Outperform" rating on 11/05/2025
- Citigroup issued a "Buy" rating on 10/24/2025
To track analyst ratings and price targets for Tractor Supply Company, check out Quiver Quantitative's $TSCO forecast page.
Tractor Supply Company Price Targets
Multiple analysts have issued price targets for $TSCO recently. We have seen 17 analysts offer price targets for $TSCO in the last 6 months, with a median target of $59.0.
Here are some recent targets:
- Steven Zaccone from Citigroup set a target price of $55.0 on 04/07/2026
- Oliver Wintermantel from Evercore ISI Group set a target price of $55.0 on 04/07/2026
- Christopher Graja from Argus Research set a target price of $64.0 on 02/02/2026
- Christopher Horvers from JP Morgan set a target price of $59.0 on 01/30/2026
- Jonathan Matuszewski from Jefferies set a target price of $60.0 on 01/30/2026
- Max Rakhlenko from TD Cowen set a target price of $53.0 on 01/30/2026
- Michael Baker from DA Davidson set a target price of $60.0 on 01/30/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
